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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,871 | $152,612+67.0% | $125,192+103.6% | $152,897+66.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 27.56% | 54.85%-27.3pp | 43.79%-16.2pp | 345.43%-317.9pp |
| Employer contribution / active EE | $2,872 | $4,947-41.9% | $3,866-25.7% | $4,764-39.7% |
| Participant deferral / active EE | $7,398 | $5,868+26.1% | $4,937+49.8% | $5,851+26.4% |
| Admin fee / account holder | $4,230 | $13,437-68.5% | $9,704-56.4% | $11,599-63.5% |